Patrick Hamilton
Patrick Hamilton is a registered investment advisor at Allstate Financial Advisors, LLC, based in Barrington, IL, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
119 North Ave, Barrington, IL, 60010-3246
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Regulatory History (1)
Regulatory
July 1996Other Business Activities
Patrick is a Managing Partner at Hamilton Family Partners, where he decides on options strategies and stock selection. This takes minimal time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Sumo Capital, LLCBroker
Zydeco Trading, LLCBroker
Archelon LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.